Event Registration
| Ticket Type | Price |
|---|---|
| Early Bird Member Rate (10/09/26) | $140 |
| Early Bird Regular Rate (10/09/26) | $190 |
| TNP Member Rate | $160 |
| Regular Rate | $215 |
| LACDAC Grantee (No Payment Due--Please Select Payment Method "Cash") | $215 |
Event Details
Succession Planning & Transition Success: How To Get It Done Right
In today’s nonprofit landscape, leadership transitions are not just inevitable—they’re increasingly frequent due to burnout, shifting funding realities, and generational changes in leadership. These moments can be disruptive, but they can also spark renewal, innovation, and deeper alignment with mission and values. This workshop equips nonprofit leaders and boards with practical tools to strengthen organizational resilience and continuity through succession and transition planning. Participants will learn how to prepare for both planned and unplanned transitions, engage staff and board in meaningful planning, and approach leadership change as a strategic opportunity rather than a crisis.
You’ll leave with a roadmap of steps to begin or refresh your succession plan, strategies for managing internal and external communications, and tools to support organizational health during transitions. We’ll also explore issues shaping the field today—such as equity in leadership pipelines, the role of interim leaders, and addressing founder or long-term leader transitions with care.
Workshop Highlights:
Trends, challenges, and opportunities — leadership transition wave, evolving leadership needs, reality of funding pressures, and exploring strategic opportunities that emerge.
Leveraging Strategic Opportunities
Leadership change can illuminate or attract strategic opportunities, such as staff restructure, board development, coalition-building, partnerships, and/or mergers and acquisitions.
Succession Planning Roadmap
Phases and timelines for emergency, planned, and pipeline-focused succession planning, including a step-by-step worksheet.
Leadership, Legacy & Communication
Honoring outgoing leaders and the organization, especially founders or long-tenure executives, while celebrating accomplishments, sustaining culture, and engaging staff, board, funders, and partners with transparency and confidence.
Action Planning Workshop
Guided reflection and planning time to clarify next steps, strengthen readiness, and draft a practical transition checklist.
Trainer: Julie Ha Truong, M.P.P., Founder, Leadership Savvy
For 20 years, Julie Ha Truong, has supported thousands of leaders in achieving meaningful, lasting change. She has led innovative cross sector initiatives, leadership institutes, and strategy consulting. She has also served as an executive coach and recruiter. As coach she specializes in helping diverse leaders with on-the-job success as well as career transitions. Throughout her career Ms. Truong is proud to have effectively transitioned out of her roles, ensuring continued success beyond her tenure. These include an award-winning Capacity Building Program, a community-schools transformation project with over 100 public and private partnerships, and others. Julie is a professionally trained coach and has a M.P.P in Management and Leadership.
Cancellation policy: We require notice of cancellation at least 48 hours in advance of the class start time. No refunds will be provided for no-shows or late cancellations. LACDAC and First 5 (Region 4) grantees who register and do not attend will be invoiced directly for the full cost of the course. All registrants are encouraged to send an alternate if unable to attend.
By registering: The ticket purchaser will receive a confirmation email from This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Please add This e-mail address is being protected from spambots. You need JavaScript enabled to view it to your safe senders list or address book to avoid emails from being sent to your SPAM or Junk folders. Thank you!
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For more information: Plese contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 562-888-6530
